Ideas

Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.

Introduce a search function directly within the bank reconciliation page, so users can search/filter by value, description, or date, not just sort by them.

Add a hyperlink on the document side to a quick search function, letting users search by value, description, date, or document number if they cannot see an expected document rather than having to come out of the bank rec page.

Improve the supplier refund process by allowing direct unallocation of payments from invoices, without having to fully cancel the original payment. Could add Warning – undo allocation with remove Paylist stamp.

Add a hyperlink in the invoice selection screen to the 'document not showing on paylist' report that auto-fills the payment run details, so users can find why an invoice isn’t showing, without having to come out of the payment run

If we run a registration report across 2 academic years, the pupil details will pull the information from the last of the 2 years. For example, a pupil was in form 8S and then form 9S across 2 years. The pupil detail for form will just show "9Y". ...

We have a list of studnet of concern, will be good to be able to set up auto alert when they have been marked N or missing from the register.

Add date submitted column.

.DOC and .XLS are old formats. Please can they be updated to the latest versions, which have been around for a while now. Screenshot from Registration - Reports - Individual Register Report. Seems to be the same choice of report formats throughout...

Hi, we have gone to complete our 6 monthly payment practices report for the DfE and the report has now changed and asks for the 'Value' of payments made between 1 and 30 days, 31 and 60 days etc rather than the number and % of payments. The PSF re...